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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
901
Private Asset Management
California
$280K -$38.3K -452 -13%
HIIFS
902
Harel Insurance Investments & Financial Services
Israel
$279K -$146K -1,720 -36%
FHA
903
Flagship Harbor Advisors
Massachusetts
$279K +$24K +283 +10%
AIP
904
Ahrens Investment Partners
Louisiana
$278K +$169 +2 +0.1%
CIC
905
Carnegie Investment Counsel
Ohio
$277K – – –
EDRIA
906
Edmonds Duncan Registered Investment Advisors
Kansas
$277K – – –
FWP
907
FAS Wealth Partners
Kansas
$276K – – –
ST
908
Smithfield Trust
Pennsylvania
$275K +$29.6K +350 +13%
AA
909
Apriem Advisors
California
$273K +$15.9K +188 +7%
BJL
910
Brighton Jones LLC
Washington
$270K -$35.2K -416 -12%
BC
911
Bartlett & Co
Ohio
$270K +$33.9K +400 +16%
WA
912
WP Advisors
California
$266K -$25.1K -296 -9%
SHCM
913
Stokes & Hubbell Capital Management
Louisiana
$264K – – –
NQWM
914
Northwest Quadrant Wealth Management
Oregon
$263K -$8.39K -99 -3%
MTC
915
McDaniel Terry & Co
Texas
$260K – – –
HWA
916
HCR Wealth Advisors
California
$259K – – –
BMCM
917
Bryn Mawr Capital Management
Pennsylvania
$259K +$239K +2,825 New
TAM
918
Todd Asset Management
Kentucky
$258K +$239K +2,816 New
WJA
919
Williams Jones & Associates
New York
$256K +$16.9K +200 +8%
ZIC
920
ZWJ Investment Counsel
Georgia
$255K -$38.1K -450 -14%
TWA
921
TCI Wealth Advisors
Arizona
$255K – – –
CPIG
922
Chicago Partners Investment Group
Illinois
$255K +$159K +1,881 +208%
FC
923
Forte Capital
New York
$253K +$234K +2,759 New
WPW
924
Waldron Private Wealth
Pennsylvania
$252K – – –
CPIM
925
Columbia Partners Investment Management
Virginia
$250K -$424 -5 -0.2%
35 36
37
38 39